See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: RAYMOND JAMES Service code 15 · EIN 59-1237041 | Recordkeeping | $48,000 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,247 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,124 | $99,078-29.2% | $96,544-27.4% | $74,419-5.8% |
| Participation rate | 86.8% | 80.7%+6.1pp | 76.0%+10.8pp | 70.7%+16.0pp |
| Annual return | 16.41% | 22.48%-6.1pp | 25.84%-9.4pp | 34.38%-18.0pp |
| Employer contribution / active EE | $994 | $2,570-61.3% | $2,965-66.5% | $2,637-62.3% |
| Participant deferral / active EE | $3,053 | $4,933-38.1% | $4,851-37.1% | $4,528-32.6% |
| Admin fee / account holder | $193 | $225-13.9% | $8,252-97.7% | $348-44.4% |